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CIK: 0002110046
Total reported value
$107.7M
$107.7M
50 檔
22.0%
According to the latest 13F quarterly dataset, Walsky Investment Management, Inc. managed an equity portfolio of $107.7M at the end of Q1 2026, spanning 50 distinct U.S. exchange-listed positions.
In Q1 2026, Walsky Investment Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.57% | -0.51% | -0.69% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.29% | +0.72% | +6.52% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 5.18% | +0.14% | -1.47% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.10% | -0.84% | +0.44% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.00% | -0.21% | +1.65% | |
| 6 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 3.93% | +0.31% | +2.30% | |
| 7 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.66% | -0.32% | +0.44% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.34% | -0.23% | +3.73% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 3.34% | +0.07% | -4.73% | |
| 10 | SO | Southern Co/the | Stock-Utilities | 3.32% | -0.34% | — | |
| 11 | TXN | Texas Instruments Inc | Stock-Tech | 3.19% | +1.18% | -4.73% | |
| 12 | PNC | Pnc Financial Services Group | Stock-Financials | 3.08% | +0.21% | +1.65% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.97% | +0.86% | +6.06% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 2.90% | -2.90% | EXIT | |
| 15 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.86% | -0.04% | +2.07% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.85% | -0.02% | +6.13% | |
| 17 | UGI | Ugi CORP | Stock-Utilities | 2.80% | -0.39% | +0.12% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 2.79% | -0.39% | -2.56% | |
| 19 | STT | State Street CORP | Stock-Financials | 2.60% | +0.60% | +7.90% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.32% | +11.75% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.13% | -1.58% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 2.16% | -0.57% | +16.88% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 2.11% | -0.35% | +4.13% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 2.01% | +0.09% | +2.80% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.00% | -0.02% | +8.98% | |
| 26 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.65% | -0.12% | +4.65% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.55% | -0.24% | — | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.53% | -0.31% | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.49% | -0.10% | +0.78% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 1.35% | — | -0.30% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.08% | +0.01% | +7.15% | |
| 32 | CSX | Csx CORP | Stock-Industrials | 1.07% | +0.10% | +7.69% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.30% | -2.03% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.93% | +0.71% | +7.73% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.32% | +7.99% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.85% | +0.02% | +10.93% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | — | — | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.09% | — | |
| 39 | CLX | Clorox Company | Stock-Consumer Staples | 0.44% | -0.07% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.08% | — | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.09% | -19.55% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.42% | -0.01% | — | |
| 43 | OMC | Omnicom Group | Stock-Comm Services | 0.42% | -0.05% | -18.57% | |
| 44 | GE | General Electric | Stock-Industrials | 0.32% | +0.08% | — | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.30% | -0.01% | — | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.28% | -0.01% | — | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.27% | -0.27% | EXIT | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.24% | +0.02% | — | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.23% | -0.23% | EXIT | |
| 50 | LOGI | Logitech International S.A. | Stock-Tech | 0.22% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.9% | +16.88% | Add |
| 2 | JNJ | Johnson & Johnson | +0.7% | +1.65% | Add |
| 3 | APD | Air Products & Chemicals Inc | +0.6% | +0.44% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +6.06% | Add |
| 5 | HON | Honeywell International Inc | +0.4% | +1.13% | Add |
| 6 | MRK | Merck & Co. Inc. | +0.4% | +8.98% | Add |
| 7 | SO | Southern Co/the | +0.3% | — | Unchanged |
| 8 | ETN | Eaton Corporation plc | +0.3% | +2.80% | Add |
| 9 | CL | Colgate-palmolive Co | +0.3% | +2.07% | Add |
| 10 | CVX | Chevron CORP | +0.3% | -2.03% | Trim |
| 11 | LRCX | Lam Research CORP | +0.2% | +7.73% | Add |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.2% | +4.65% | Add |
| 13 | TXN | Texas Instruments Inc | +0.2% | -4.73% | Trim |
| 14 | CSX | Csx CORP | +0.2% | +7.69% | Add |
| 15 | BNY | Bank Of New York Mellon CORP | +0.2% | +2.30% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.2% | +3.73% | Add |
| 17 | STT | State Street CORP | +0.2% | +7.90% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 19 | AMGN | Amgen Inc | +0.1% | +0.78% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | +0.44% | Add |
| 21 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 22 | SHW | Sherwin-williams Co/the | +0.1% | +7.15% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +11.75% | Add |
| 24 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 25 | PNC | Pnc Financial Services Group | +0.1% | +1.65% | Add |
| 26 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 27 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 28 | CB | Chubb Limited | 0% | — | Unchanged |
| 29 | CLX | Clorox Company | 0% | — | Unchanged |
| 30 | UNP | Union Pacific CORP | 0% | -4.73% | Trim |
| 31 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 32 | SYY | Sysco CORP | 0% | — | Unchanged |
| 33 | EMR | Emerson Electric Co | 0% | -0.30% | Trim |
| 34 | LOGI | Logitech International S.A. | 0% | — | Unchanged |
| 35 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 36 | TFC | Truist Financial CORP | 0% | — | Unchanged |
| 37 | WFC | Wells Fargo & Co | -0.1% | +10.93% | Add |
| 38 | UGI | Ugi CORP | -0.1% | +0.12% | Add |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +6.13% | Add |
| 40 | CMCSA | Comcast Corp-class A | -0.1% | -19.55% | Trim |
| 41 | OMC | Omnicom Group | -0.1% | -18.57% | Trim |
| 42 | QCOM | Qualcomm Inc | -0.2% | +7.99% | Add |
| 43 | AAPL | Apple Inc | -0.2% | -1.58% | Trim |
| 44 | ADP | Automatic Data Processing | -0.2% | — | Unchanged |
| 45 | ABT | Abbott Laboratories | -0.4% | +4.13% | Add |
| 46 | LLY | Eli Lilly & Co | -0.5% | +6.52% | Add |
| 47 | SPGI | S&p Global Inc | -0.7% | -2.56% | Trim |
| 48 | V | Visa Inc-class A Shares | -0.9% | -1.47% | Trim |
| 49 | MSFT | Microsoft CORP | -1.7% | -0.69% | Trim |
| 50 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Walsky Investment Management, Inc. reported a total U.S. public equity portfolio value of $107.7M across 50 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, LLY, V) accounted for 22.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
GE
市值: $312.1K
Top Position Liquidated / Trimmed
UNH
前期市值: $871.2K
During Q1 2026, Walsky Investment Management, Inc.'s top holdings by market value included MSFT (5.6%)、LLY (5.3%)、V (5.2%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q1 2026, Walsky Investment Management, Inc. made 39 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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